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Financial Strategies Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Financial Strategies Group’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8M Sell
327,729
-304,731
-48% -$15.6M 2.67% 9
2026
Q1 		$32.2M Buy
632,460
+31,297
+5% +$1.52M 5.4% 4
2025
Q4 		$29M Buy
601,163
+10,963
+2% +$516K 5.26% 4
2025
Q3 		$28.1M Buy
590,200
+4,478
+0.8% +$199K 5.36% 4
2025
Q2 		$25.1M Buy
585,722
+19,132
+3% +$772K 5.23% 4
2025
Q1 		$21.4M Buy
566,590
+4,963
+0.9% +$195K 5.06% 5
2024
Q4 		$21M Sell
561,627
-1,489
-0.3% -$59.9K 5.02% 4
2024
Q3 		$23.3M Buy
563,116
+5,613
+1% +$215K 5.46% 4
2024
Q2 		$21.5M Sell
557,503
-7,902
-1% -$294K 5.41% 5
2024
Q1 		$20.9M Sell
565,405
-6,619
-1% -$233K 5.63% 5
2023
Q4 		$19.7M Buy
572,024
+17,746
+3% +$604K 5.64% 4
2023
Q3 		$18.6M Buy
554,278
+21,578
+4% +$746K 5.86% 4
2023
Q2 		$18.3M Buy
532,700
+56,156
+12% +$1.92M 5.86% 3
2023
Q1 		$16.3M Buy
476,544
+10,433
+2% +$359K 6.26% 3
2022
Q4 		$15.4M Buy
466,111
+23,334
+5% +$756K 6.38% 3
2022
Q3 		$13.7M Sell
442,777
-1,283
-0.3% -$43.7K 6.23% 3
2022
Q2 		$15.4M Buy
444,060
+39,711
+10% +$1.43M 6.47% 3
2022
Q1 		$15.6M Buy
404,349
+22,704
+6% +$915K 6.23% 4
2021
Q4 		$15.8M Buy
381,645
+36,280
+11% +$1.55M 6.46% 4
2021
Q3 		$14.7M Buy
345,365
+27,319
+9% +$1.19M 6.56% 4
2021
Q2 		$14.5M Buy
318,046
+31,086
+11% +$1.39M 6.69% 4
2021
Q1 		$12.6M Buy
286,960
+3,238
+1% +$145K 6.51% 4
2020
Q4 		$12M Buy
283,722
+21,620
+8% +$858K 6.67% 4
2020
Q3 		$9.58M Sell
262,102
-2,670
-1% -$97.4K 6.45% 4
2020
Q2 		$8.86M Buy
264,772
+22,419
+9% +$701K 6.6% 6
2020
Q1 		$6.9M Buy
242,353
+30,814
+15% +$1.06M 6.25% 5
2019
Q4 		$7.95M Buy
+211,539
New +$7.62M 6.41% 5

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Financial Strategies Group's SPEM Position: Q2 2026 in Review

Financial Strategies Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 48% in Q2 2026, selling an estimated $15.6M and leaving 327,729 shares worth $16.8M. The position accounts for 2.67% of the portfolio, ranked #9.

Financial Strategies Group first reported a position in SPEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.2M in Q1 2026. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Financial Strategies Group held 327,729 shares of State Street SPDR Portfolio Emerging Markets ETF worth $16.8M as of Q2 2026.
  • Financial Strategies Group sold 304,731 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $15.6M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.67% of Financial Strategies Group's portfolio in Q2 2026, its #9 holding.
  • Financial Strategies Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Strategies Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $32.2M in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.